We are live on ! Find out more
TFO

Tarbox Family Office Portfolio holdings

AUM $616M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$1.92M
3 +$1.08M
4
COIN icon
Coinbase
COIN
+$937K
5
MYOV
Myovant Sciences Ltd.
MYOV
+$884K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.8%
3 Financials 3.06%
4 Communication Services 2.06%
5 Real Estate 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
7
552
$7K ﹤0.01%
374
553
$7K ﹤0.01%
110
554
$7K ﹤0.01%
254
555
$7K ﹤0.01%
395
-34
556
$7K ﹤0.01%
43
557
$7K ﹤0.01%
99
+25
558
$7K ﹤0.01%
180
559
$7K ﹤0.01%
254
560
$7K ﹤0.01%
34
561
$7K ﹤0.01%
98
562
$7K ﹤0.01%
17
+4
563
$7K ﹤0.01%
97
564
$7K ﹤0.01%
79
565
$7K ﹤0.01%
21
566
$7K ﹤0.01%
298
567
$7K ﹤0.01%
+68
568
$7K ﹤0.01%
125
569
$7K ﹤0.01%
144
570
$7K ﹤0.01%
12
571
$7K ﹤0.01%
341
572
$6K ﹤0.01%
123
573
$6K ﹤0.01%
66
574
$6K ﹤0.01%
41
575
$6K ﹤0.01%
134